USING REFWORKSFOR CITATION MANAGEMENT
W I N T E RR E S E A R C H C O M M O N S . L I B R A R Y . U B C . C A /
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AGENDA FOR TODAY’S WORKSHOP
1. Introduction2. Citation Management Using Refworks3. Comparison of Legacy and new RefWorks4. Common problems and some tips5. Exercise for you: Master RefWorks In 20 Challenge6. Questions and Wrap-up
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TELL US ABOUT YOURSELF
1. About the Co-Instructors
2. What is your name and area of study?
3. What do you know about citation management?
4. What are your main concerns about RefWorks?
5. Other concerns about citation management?
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SERVICES AT THE RESEARCH COMMONS
WORKSHOP o Citation Management (RefWorks, Mendeley, RefWorkso Dissertation Thesis Formattingo Data analysis software support (NVivo, SPSS)o Digital Core Skills & GIS
ONE-ON-ONE CONSULTATION(in person, over Zoom, or by e-mail)
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WHAT IS THE PROBLEM?
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REFWORKS AS A SOLUTION
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WHAT YOU CAN DO? – 4 IMPORTANT FEATURES
Collect references from different sources
Organize your database (annotate, rate, tag)
Cite and generate bibliographies.
Share references and collaborate with colleagues
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CITATION MANAGEMENT TOOLS
Zotero Mendeley Endnote RefWorks
Price Free Free$299 (or $100 student version)
$100 (or free to UBC student)
Free space300 mb (2 GB ~$1.67/month)
2 GB ($4.99 /month ~ 2GB) (costs for private groups)
1 GB 2GB
PDF annotation and reader
No (plug ins) Yes Yes No
Snapshot Yes No Yes NoRetrieve PDF citation data
Yes Yes Yes No
Full Text PDF search
Yes (should be activated)
Yes Yes No
Mobile
3rd party provider for Android and
iPhone
iPhones and iPads and 3rd party providers for
Android
mobile-optimized sites
mobile-optimized sites
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CITATION MANAGEMENT TOOLS COMPARISION
RefWorks Mendeley EndNote Desktop RefWorksPersonal Profile Yes Yes Yes No
Private group Unlimited (groups & members)
Only one group with a maximum of 3 members. (a 5
member group plan is $49 /month)
Unlimited group using EndNote Web
Sharing collections with up to 10 people
Public group Unlimited Unlimited No No (but the URLs are
sharable)Social network (follower & following lists)
Yes Yes (has a like button)
No No
Collaboration newsfeed
Yes Yes No No
Group page and discussion forum
Yes Yes No No
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INSTALLATION AND SET-UP
Download and install RefWorks:q Download and install MS world pluginq Add the browser extension (for standalone version)
Set up your RefWorks account:q Set your RefWorks account
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STEP 1 – COLLECT AND ADD REFERENCES
To capture and add references, import:
q Directly from Google Scholarq From the Library search / Summonq From online article databases
Some citations may need to be manually added
q PDFs can also be added (manually)
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STEP 2 – ORGANIZE YOUR LIBRARY
q Create folders and subfoldersq Add notes, tags, and commentsq Add an attachment (PDF or Image)
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STEP 3 – CITING AND GENERATING BIBLIOGRAPHIES
q Add in-text citations and bibliography in MS Wordq Add in-text citations and bibliography in Google Docq Citation in an email and presentationq Select preferred citation style
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STEP 4 – SHARE REFERENCES AND COLLABORATION
To share and collaborate:q Create a Group folder and share your documents
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COMMON PROBLEMS THAT COME UP WITH REFWORKS
q Incompatible plugin
q RefWorks toolbar doesn't appear
q Debugging broken documents
q Communication error or non-responsive plugin buttons
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REMINDER: REFWORKS IS NOT PERFECT
• Remember, RefWorks is a helpful tool but not perfect. Ultimately it is up to you to make sure all of your citations are formatted correctly.
• Double check your bibliography! Make sure all relevant and correct information about each source has been added and entered properly.
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SOME PRACTICE -- MASTERING REFWORKS IN 20 STEPS
• An activity for you to master RefWorks
• Please contact us for the answer key
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THANK YOU!